CVA Family Office’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

CVA Family Office’s Portfolio VNQI Stock Details VNQI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.42K	Hold	54	–	–	﹤0.01%	1480
2026 Q1	$2.4K	Hold	54	–	–	﹤0.01%	1472
2025 Q4	$2.48K	Hold	54	–	–	﹤0.01%	956
2025 Q3	$2.58K	Hold	54	–	–	﹤0.01%	969
2025 Q2	$2.49K	Hold	54	–	–	﹤0.01%	963
2025 Q1	$2.19K	Hold	54	–	–	﹤0.01%	995
2024 Q4	$2.14K	Hold	54	–	–	﹤0.01%	981
2024 Q3	$2.53K	Hold	54	–	–	﹤0.01%	948
2024 Q2	$2.19K	Sell	54 -61	-53%	-$2.52K	﹤0.01%	938
2024 Q1	$4.85K	Hold	115	–	–	﹤0.01%	834
2023 Q4	$4.9K	Buy	+115	New	+$4.59K	﹤0.01%	819
2023 Q3	–	Sell	-1,410	Closed	-$56.7K	–	923
2023 Q2	$56.7K	Hold	1,410	–	–	0.01%	424
2023 Q1	$57.2K	Hold	1,410	–	–	0.01%	418
2022 Q4	$58.3K	Sell	1,410 -204	-13%	-$8.13K	0.01%	383
2022 Q3	$62K	Hold	1,614	–	–	0.02%	319
2022 Q2	$71K	Sell	1,614 -665	-29%	-$31.8K	0.02%	295
2022 Q1	$118K	Hold	2,279	–	–	0.03%	237
2021 Q4	$123K	Hold	2,279	–	–	0.03%	215
2021 Q3	$111K	Hold	2,279	–	–	0.08%	115
2021 Q2	$133K	Hold	2,279	–	–	0.04%	198
2021 Q1	$127K	Hold	2,279	–	–	0.05%	157
2020 Q4	$124K	Hold	2,279	–	–	0.08%	117
2020 Q3	$111K	Hold	2,279	–	–	0.08%	115
2020 Q2	$106K	Buy	2,279 +235	+11%	+$10.6K	0.09%	112
2020 Q1	$88K	Buy	+2,044	New	+$110K	0.09%	107

Other funds holding VNQI

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

CVA Family Office's VNQI Position: Q2 2026 in Review

CVA Family Office held its Vanguard Global ex-US Real Estate ETF (VNQI) position steady in Q2 2026 at 54 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1480.

CVA Family Office first reported a position in VNQI in Q1 2020 and has held it in 25 quarters since. The position peaked at $133K in Q2 2021. 365 funds tracked by Wall St. Rank hold VNQI as of Q2 2026.

CVA Family Office held 54 shares of Vanguard Global ex-US Real Estate ETF worth $2.42K as of Q2 2026.
CVA Family Office left its Vanguard Global ex-US Real Estate ETF share count unchanged in Q2 2026.
Vanguard Global ex-US Real Estate ETF made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1480 holding.
CVA Family Office first reported a position in Vanguard Global ex-US Real Estate ETF in Q1 2020 and has held it in 25 quarters since.
CVA Family Office's Vanguard Global ex-US Real Estate ETF position peaked at $133K in Q2 2021.
365 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.